Financial Planning Specialist
4 weeks ago
Financial Planning Specialist at Tomato Pay Inc.
We are seeking a highly skilled Financial Planning Specialist to join our team. As a Financial Planning Specialist, you will be responsible for evaluating financial risk, using portfolio management software, and collecting financial and investment information about companies, stocks, bonds, and other investments.
Key Responsibilities:
- Evaluate financial risk and use portfolio management software to analyze financial data.
- Collect financial and investment information about companies, stocks, bonds, and other investments.
- Prepare company, industry, and economic outlooks, analytical reports, briefings notes, and correspondence.
- Advise on and participate in the financial aspects of contracts and calls for tender.
- Assist in preparing operating and investment budgets.
- Plan short- and long-term cash flows and assess financial performance.
- Prepare a regular risk profile for debt portfolios.
- Develop risk management plans.
- Variance analysis.
- Perform administrative tasks.
Requirements:
- 1 year to less than 2 years of experience in a related field.
- Strong knowledge of MS Excel.
- Attention to detail.
- Accurate and organized.
Benefits:
- Dental plan.
- Permanent employment.
- 35 to 40 hours per week.
- English language.
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